Associate I, Family Office Reporting

Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent organization. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron’s and Forbes for best wealth advisors and wealth advisor teams.

The Associate I, Family Office Reporting will be an integral part of the Private Wealth Management (PWM) business unit. They will focus on learning the fundamentals of financial reporting and utilizing the Masttro reporting platform. They will assist with generating reports for family office clients (current and prospective). This person will also develop the skills necessary to create accurate, insightful, and timely metrics under the guidance of the Manager, Family Office Reporting. They will learn how to provide white-glove client assistance in answering questions and navigating the Masttro platform. 

Responsibilities include but may not be limited to:

• Gain a fundamental understanding of Masttro reporting processes and capabilities.
• Learn best practices in interacting with family office clients in order to provide expert, white-glove assistance and support.
• Review and understand how to execute estate and trust documentation management.
• Provide support related to family governance and investment policy.
• Learn how to coordinate with third-party teams on behalf of family office clients.
• Learn how to customize and generate reports and dashboards through the Masttro platform, ensuring accuracy and timely delivery to family office clients.
• Assist in presenting the capabilities of the Masttro platform to prospective clients and provide demonstrations when required.
• Assist in ensuring client expectations are met by delivering clear, concise, and meaningful financial reports and performance summaries.
• Assist in the creation of financial reports, including asset summaries, cash flow reports, and investment performance tracking.
• Support the implementation of new features or updates to the Masttro platform to enhance reporting capabilities.
• Track and report any issues or feedback from clients and escalate as needed to senior team members.
• Additional responsibilities as requested.

Education and Experience

• Bachelor's degree required, or equivalent education or experience
• 1+ year of previous experience required in a related role or field.
• SIE exam and Series 7, 66 will need to be completed within 120 days

Qualifications

• Familiarity with financial reporting platforms, particularly Masttro, is a plus.
• Client service orientation with a focus on responsiveness and excellence.
• Experience with Microsoft Excel and financial reporting tools.
• Strong attention to detail and ability to manage multiple tasks efficiently.
• Strong communication skills, with the ability to explain complex data in simple terms.
• Ability to collaborate effectively within a team environment.
• Good organizational skills with the ability to manage competing priorities.